Autodesk (ADSK) and Adobe (ADBE) act great.

ONLIVE investor (I've heard). New online gaming platform.

From a recent Mad Money show:"I don't have any reason to recommend it. No momentum, no earnings. I want to sell, sell, sell Autodesk."

The Real Story Wrap: November 21: As is perfectly normal these days on Wall Street, stocks traded in a wide band before surging ahead late in the session Friday, a rally that appeared to coincide with reports that New York Federal Reserve leader Tim Geithner is likely to be nominated as the next secretary of the Treasury.
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Also reflecting Bramwell's global growth play are holdings of Jacobs Engineering Group (JEC), a provider of professional, technical and construction services; Emerson Electric (EMR), a specialist in engineering services, and Autodesk (ADSK), a maker of design software for engineers.

steady but some volatility

Autodesk (ADSK) was downgraded to Hold rating from Buy at Jefferies. Price target cut to $48 from $50 and FY 2008 eps estimates dip to $2.25 from $2.29.

One way to save time selecting stocks is letting some smart hedge funds do the research for you. An investment fund raising its stake in a company is a good sign. Another is a buyback announcement. AutoDesk (ADSK) is a company that has both of these.

Autodesk has announced the repurchase of up to 20 million shares of stock. The latest authorization is in addition to the five million shares remaining under the company's previously announced buyback program. It has about 230.9 million shares of common stock outstanding.

The company has been aggressively buying back its shares, having repurchased about 10 million shares in the first three quarters of fiscal 2008 at an average price of $46.06 per share.

ADSK's third-quarter earnings soared 46% to $84.8 million, or 35 cents a share. Excluding items, earnings had raced paste Wall Street expectations for the quarter. Revenue was up 18% at $538.4 million.

Analysts at Lehman Brothers said in a recent note to investors that Autodesk seems to be "well positioned to benefit from strong global demand and increased 3D adoption." Lehman Brothers has an overweight rating on the stock. Deutsche Bank Securities, which rates the stock as a buy, said that even if there was a slowdown in the U.S. economy, Autodesk would be able to deliver mid-teens revenue growth.

Knowledge of business, dominance in their segment

Goldman Sachs said it is upgrading Autodesk (ADSK) to Buy from Neutral based on modest valuation relative to solid top-line and earnings growth in 2008, strong secular growth trends, no exposure to financial services and spending coming from R&D budgets rather than IT. Price target raised to $52 from $49.

Willing to risk in what I thought was a good play in RFID.

I road this one on a round trip.

Another recommendation from my broker. I said no but then said, okay. Should have stayed with my gut.